Schulz Wealth, LTD. — Q1 2025 13F Holdings

Name: Schulz Wealth, LTD. — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002011780

Total reported value

$156.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	18.49%	+0.50%	+3.57%
2	VFMO	Vanguard US Momentum Factor	ETF-Other	10.01%	—	+1.07%
3	VXUS	Vanguard Total Intl Stock	ETF-Other	7.11%	-0.11%	+9.96%
4	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	6.73%	-0.60%	-5.15%
5	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	6.42%	+0.06%	-9.10%
6	FDEC	Ft Vest U.s. Equity Buffer E	ETF-Other	5.21%	-0.04%	-0.93%
7	GJAN	Ft Vest US Equity Moderate B	ETF-Other	3.76%	-0.17%	+26.01%
8	FSEP	Ft Vest U.s. Equity Buffer E	ETF-Other	3.66%	-0.17%	-5.77%
9	GAPR	Ft Vest US Equity Moderate B	ETF-Other	3.19%	-0.06%	-0.00%
10	AVDV	Avantis Intl S/c Value ETF	ETF-Other	3.09%	+0.24%	+9.21%
11	GNOV	Ft Vest US Equity Moderate B	ETF-Other	2.83%	-0.05%	-0.52%
12	GSEP	Ft Vest US Equity Moderate B	ETF-Other	2.68%	-0.11%	—
13	GJUL	Ft Vest US Equity Moderate B	ETF-Other	2.63%	-0.03%	—
14	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	1.55%	-0.09%	—
15	FJUL	Ft Vest US Equity Buffer ETF	ETF-Other	1.47%	-0.17%	—
16	GAUG	Ft Vest US Equity Moderate B	ETF-Other	1.25%	-0.05%	—
17	FMAR	Ft Vest US Equity Buffer ETF	ETF-Other	1.23%	-0.01%	—
18	BJAN	Innovator U.s. Equity Buffer	ETF-Other	1.14%	—	—
19	GMAY	Ft Vest U.s. Equity Moderate	ETF-Other	1.02%	-0.06%	-9.96%
20	GMAR	Ft Vest US Equity Moderate B	ETF-Other	1.00%	-0.04%	+0.76%
21	KNG	Ft Vest S&p 500 Dvd Arst Trg	ETF-Large Cap & Growth	0.93%	—	—
22	PMAY	Innovator U.s. Equity Power	ETF-Other	0.85%	-0.06%	—
23	PJAN	Innovator U.s. Equity Power	ETF-Other	0.67%	-0.08%	—
24	PAUG	Innovator U.s. Equity Power	ETF-Other	0.66%	-0.04%	—
25	GOCT	Ft Vest US Equity Moderate B	ETF-Other	0.63%	+0.45%	—
26	GJUN	Ft Vest US Equity Moderate B	ETF-Other	0.59%	-0.02%	-3.64%
27	VGIT	Vanguard Intermediate-term T	ETF-Other	0.58%	—	+110.68%
28	AAPL	Apple INC	Stock-Tech	0.56%	+0.03%	-0.70%
29	DFCF	Dimensional Core Fixed INC	ETF-Other	0.53%	+0.23%	+11.31%
30	LOCT	Innov Prm INC 15buff ETF Oct	ETF-Other	0.53%	—	—
31	DDEC	Ft Vest U.s. Equity Deep Buf	ETF-Other	0.46%	-0.03%	—
32	FNOV	Ft Vest US Equity Buffer ETF	ETF-Other	0.46%	-0.03%	—
33	PJUL	Innovator U.s. Equity Power	ETF-Other	0.45%	—	—
34	PAPR	Innovator U.s. Equity Power	ETF-Other	0.42%	—	—
35	✓	Cyberark Software LTD	Stock-Other	0.41%	-0.05%	—
36	FOCT	Ft Vest U.s. Equity Buffer E	ETF-Other	0.41%	—	—
37	DMAR	Ft Vest US Equity Deep Buffe	ETF-Other	0.39%	—	—
38	SDVD	Ft Vest Smid Rising Dividend	ETF-Other	0.36%	—	—
39	JULH	Innov Prem INC 20 Barr-july	ETF-Other	0.36%	—	—
40	AMZN	Amazon.com INC	Stock-Consumer Disc	0.35%	—	—
41	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.28%	—	—
42	WMT	Walmart INC	Stock-Consumer Staples	0.28%	+0.01%	-5.63%
43	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	0.28%	—	-6.50%
44	BUFD	Ft Vst Lad Deep Buf Etf-usdi	ETF-Other	0.26%	—	-13.27%
45	FAUG	Ft Vest U.s. Equity Buffer E	ETF-Other	0.26%	-0.04%	—
46	RSG	Republic Services INC	Stock-Industrials	0.24%	-0.02%	—
47	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.24%	-0.02%	-0.61%
48	GFEB	Ft Vest US Equity Moderate B	ETF-Other	0.23%	—	—
49	DUK	Duke Energy CORP	Stock-Utilities	0.23%	-0.01%	—
50	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.22%	-0.01%	—

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